A detailed history of Sulzberger Capital Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sulzberger Capital Advisors, Inc. holds 259,805 shares of SHV stock, worth $28.6 Million. This represents 33.57% of its overall portfolio holdings.

Number of Shares
259,805
Previous 203,618 27.59%
Holding current value
$28.6 Million
Previous $22.5 Billion 27.55%
% of portfolio
33.57%
Previous 29.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$110.06 - $110.46 $6.18 Million - $6.21 Million
56,187 Added 27.59%
259,805 $28.7 Billion
Q1 2025

Apr 11, 2025

BUY
$110.11 - $110.51 $15.3 Million - $15.3 Million
138,851 Added 214.39%
203,618 $22.5 Billion
Q4 2024

Feb 14, 2025

BUY
$109.92 - $110.57 $7.12 Million - $7.16 Million
64,767 New
64,767 $7.13 Billion

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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